Kristin
Carcio

Allspring Funds Management, LLC

CRD#3254129
Investment Advisor
in Boston, MA

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About this Advisor

Kristin Carcio is a financial advisor based in Boston, Massachusetts, working with Allspring Funds Management, LLC. Kristin has previously held positions at Allspring Funds Management, LLC, State Street Global Advisors, State Street Global Markets, LLC, Eaton Vance Distributors, Inc, Eaton Vance Management, and Allspring Funds Distributor, LLC. Kristin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Kristin is part of Allspring Funds Management, LLC, which operates out of Boston, Massachusetts. The firm has 1 office and 513 employees. The firm manages assets totaling $300.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Allspring Funds Management, LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

101 Seaport Blvd 11Th Floor
Boston, MA 02110

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Allspring Funds Management, LLC Brokerage Details

Total Assets Under Management

$300,798,686,558

MA Average: $3,625,019,099
Total Number of Employees

513

MA Average: 22
Total Number of Accounts

8,078

MA Average: 1,917
Average Account Size

$37,236,777

MA Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Kristin Carcio Work History

2023 - Present (1 year)

Allspring Funds Management, LLC

2023 - Present (1 year)

Allspring Funds Distributor, LLC

2015 - 2023 (8 years)

Eaton Vance Distributors, Inc

2015 - 2023 (8 years)

Eaton Vance Management

2014 - 2015 (1 year)

State Street Global Advisors

2014 - 2015 (1 year)

State Street Global Markets, LLC

Disclosures

Please visit the SEC profile of Kristin Carcio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allspring Funds Management, LLC

Kristin Carcio
Boston, MA
Christopher Miller
Menomonee Falls, WI
Evan Couture
Boston, MA
Thomas Flynn
Charlotte, NC
Joseph Crowley
Boston, MA
Nelson Goenaga
Charlotte, NC
Delia Mellen
Charlotte, NC
Ellen Golterman
Boston, MA

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